Customer Relationship Management software is a must-have for most firms. They allow to keep, access, and manage essential sales data and do much more.

I bet a lot of companies and business owners have thought about custom development CRM at least once. If you’re one of them, it's time to learn how to make your own CRM.

In this article, I’m going to point out how custom CRM development can save your money in the long-term and what it actually takes to build your own CRM from scratch (from time and money perspective).

Benefits of Custom CRM Development

The first question to answer is why you need to build CRM from scratch instead of using turnkey solutions?

There are four main reasons why companies pick custom CRM development over turnkey solutions like HubSpot or Salesforce.

Reasons to build a custom CRM for your business

1. Going in Line With Growth

Any software seems good at first. But only some are versatile enough to offer what fast-growing companies need. And even may not have everything for effective work in your business domain.

CRM developers often pack their out-of-the-box solutions with a load of features. Many of them focus on covering a bigger audience. It makes the interface less intuitive and brings troubles with staff training.

CRM solutions from vendors should only contain those features you need. Otherwise, you may spend a lot of money on customization and staff training.

Expenses on customization and staff training should be considered when choosing a CRM vendor. These are long-term investments you also pay for. Custom solutions are perfect in this respect. They only have those features you requested and designed to fit into your workflow.

There is a but. It’ll cost you a pretty penny to build and maintain the custom solution. On the flip side, it’s kind of a booster helping to be more effective and earn more if all done right. Think of it as a long-term investment as well.

2. Improving Workflows

Building a CRM from scratch can do more good to business. It's especially seen when you incorporate it into different departments.

Out-of-the-box CRM system’s features are typically designed for a specific department like sales or marketing. If you decide to make your own CRM from scratch, it’s you who choose what departments to focus on.

Need a CRM for e-commerce? Learn what it takes to create a solution for this business domain.

Integration with third-party services is another aspect that improves workflows. Let’s say a company’s processes are built around Slack and Dropbox. You may face pitfalls trying to make them work with turnkey CRMs the way you want.

And on the contrary, it’s relatively easy with custom solutions. You get a smooth data transmission from one department to another.

3. Getting Scalable Solution

CRM can work as standalone software or become a base for your enterprise software. You can use it to build additional applications for different departments with a single database.

To make this trick with turnkey solutions, you'll need to find a vendor with API open for developers. And then pay for every user in a system and every additional program you add in there.

Building a CRM system for a company, you can do anything you want. Scale it when needed and modify it. But, you'll be paying for web development services.

Key Features of CRM

Let’s face it: the features mentioned above aren’t enough to have an all-in-one solution. I suppose they’re not the reason you’re reading about how to build a CRM system from scratch.

This module includes more niche features that can be used across diverse industries and companies.

Key features of CRM:

  1. Touch points tracking
  2. Email marketing
  3. File sharing
  4. Mobile version
  5. Pipeline view

1. Touchpoints tracking

This feature is needed to track the communication between company’s representatives and clients. This CRM system’s feature allows you to store information about customers and the whole history of partnership with them.

It improves overall customer service. Managers won't have any trouble with passing a client to another employee. They no longer need to spend hours telling about details of the deal.

2. Email marketing

The integration with the email system allows tracking communication with every customer. It’s very helpful if managers send a lot of emails every day.

CRM can perform mailing automatically using different letters for different groups of customers. What’s more, it’s possible to introduce a sequence of emails. The system will send them following the given parameters.

For example, if a customer opens the introduction email they get the next letter from a chain.

3. File sharing

This piece of functionality keeps all the documentation in one place. It also lets you share them between departments. You can set access levels to prevent employees from seeing files they aren't supposed to see.

The system can be taught to register all records of working with files. In other words, you’d be able to see who's been working with a doc and look through the edits made.

4. Mobile version

If the solution is going to be used by sales representatives, then you should consider building CRM software with support for smartphones.

According to different studies, the productivity of sales reps grew by 26.4% after the introduction of mobile version. Additionally, 24% more of them began to achieve annual sales goals.

An opportunity to work on-the-go may boost sales. Especially considering that modern customers want to get in touch with businesses anytime and get a fast response.

If you want to build CRM software supporting mobile, it’s better to consider separate native applications. Mobile developers can build them with Kotlin (Android) or Swift (iOS).

Mind that it’ll certainly affect the CRM development cost. To reduce it, you can also try to adapt a part of CRM’s functionality to mobile devices. But it’ll rather be a poor experience for end-users.

5. Pipeline view

This CRM feature allows you to track all sales processes. With its help, you can see on what stage each lead is at the moment (new leads, contact made, qualified, and so on).

The pipeline lets you spot the stage where you lose customers. And it’s simply a great feature to keep track of what’s going on with your sales at any moment.

If you want Custom CRM Features, Contact us !!

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